Whether you are preparing to do your own stock market investing or want to make sure your financial advisor is giving you good advice, this class is designed to help you answer common financial questions.
DurationWhether you are preparing to do your own stock market investing or want to make sure your financial advisor is giving you good advice, this class is designed to help you answer common financial questions. Learn what to look for in a good stock, bond or mutual fund and how to recognize and develop a good investment allocation in your portfolio.
Course Outline:
Class topics include:
Asset allocation
Reducing debt
Detecting expenses on mutual funds
Mutual funds vs private portfolio management
Pros and cons of self-investing
Commission broker vs fee-based financial advisor
Finding long-term stock investments
SMU Continuing and Professional Education (CAPE) has offered noncredit learning experiences for the DFW community and beyond since 1953. SMU CAPE programs provide accessible and meaningful learning experiences in today’s hottest topics.
Choose from more than 14 professional certificates and boot camps in technology, communications, marketing, design, law and finance. Join us for interactive and on-demand short courses to impact your career or inspire creativity.
You will learn how to evaluate different asset classes for different investment objectives, and determine their suitability for investors considering investment goals, time horizons, risk tolerance, and tax situations.
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A comprehensive overview of investment processes and how investing fits into one’s personal financial planning.
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